LexFusion is a revolutionary Web-based software product designed specifically for the legal industry that copies, archives and automatically classifies all email, documents and faxes by Client-Matter.
LexFusion is the fi rst and only product to effectively copy, archive, manage and classify all email, documents, images, multimedia fi les and faxes. Our intelligent repository defi nitively addresses the explosion of electronic data by enabling: simple and efficient searching; business continuity and risk management, simple and secure collaboration with clients, and off-loading of primary IT systems (e.g. freeing up your email servers) Matter-Centric Classification of emails, documents and faxes LexFusion copies all of your in-coming and outgoing emails (even before they hit your email server) to create a separate, secure and alwayson repository. That means that users continue to send and receive emails as they ordinarily would within their native email clients. But the LexFusion repository is one Web click away to provide a separate, auto-classifi ed repository of all email. 2 Classification. LexFusion uses a methodology of tagging and logic to instantaneously classify all email and other fi les. Users can tag an email, for instance, directly from MS Outlook or can use the LexFusion web client to open emails that are pre-populated with workgroup addresses and other data. Clustered Results around a Matter- Client. As a result of our auto-classifi cation technology, emails and documents are automatically classifi ed by Client-Matter into preconfi gured, or clustered, result sets. For instance, with a single click of a button, you can view All emails from or to a Client. 1 The LexFusion profi le is based on two categories of data Parties and Participants. When an email satisfi es the classifi cation rules, it is classifi ed in accordance with appropriate Client-Matter. Because the combination of Party information and Participant information is generally unique to each individual Client-Matter, LexFusion has a very high degree of accuracy in classifi cation based on logic.
2 Users can use LexFusion, or a Outlook plug-in, to open an MS Outlook message with pre-populated workgroups and other data with a unique embedded tag that corresponds to the relevant Client-Matter. 3 Users can view all emails by category, such as All emails from/to Client, and can further refi ne searches by almost any crieria, such as by Email ID, sender, recipient, keyword, date, etc Documents Coexists with your DMS. If you already have a document management system, such as Interwoven or Hummingbird, LexFusion will provide a real-time copy of all DMS fi les and associated metadata. That means that the DMS is constantly backed-up and made available for simple collaboration together with all your emails. LexFusion is the fi rst and only product to bring together all emails and documents within a single repository. Native DMS. LexFusion also includes its own DMS functionality except that we have done away with the cumbersome process of fi lling out profi les for each document. Documents can be created and modifi ed by either uploading or sending documents via email into a Matter page (thereby inheriting relevant metadata). Simple Collaboration with Clients Collaborate with you Clients without Clogging your Email Server. LexFusion includes a simply-to-use Client Area, where your clients can securely log in to view emails and documents that you have granted access to. Every time a new item is added to the Client Area, LexFusion automatically sends a notifi cation to your client. In addition to improving client relations, LexFusion will help prevent cluttering your email server with exchanges of large attachments. 3
Product Features Non-invasive. LexFusion copies, archives and classifi es emails from your ordinary email server. That means that LexFusion does not interfere with, or require any changes to your existing email servers or clients. You continue to use your email client as you do now except that you no longer have to manage the inbox, by creating folders, dragging and dropping, or cleaning out your email periodically because your email administrator has told you you ve exceed your allotment on the server. Everything sent or received by you, and your entire fi rm, is securely archived and organized in LexFusion for real-time, on-demand access. Email and Document Control Numbers for Easy Reference. LexFusion applies unique control numbers for each object (email, document, voicemail, audio fi le, etc ). That means that you can easily collaborate with others by simply referring to control numbers. Customizable Classification. Users can easily customize the classifi cation by, for instance, including unique keyword searches in the classifi cation rules. Fax OCR. By using digital fax technology, LexFusion can OCR all incoming faxes and have these classifi ed just as though the fax were an email or document. Multiple Email Viewing. How many times have you searched through your in-box serially opening and closing dozens of emails, looking for that one email in the haystack? LexFusion allows you to view as many emails as you wish and do so simultaneously in a scrollable window. Productivity Benefits Risk Management. Unfortunately, the need to practice defensively is a fact of life. Firms need to have complete and accurate records of all communications, especially client communications. With LexFusion, ever single email from or to a client (and every other party) is automatically classifi ed in a separate category eliminating the need for traditional paper fi les. Efficiency. By removing the search function from the desktop, LexFusion vastly improves the speed and accuracy of any search. Moreover, because of our Clustered Results and Matter- Centric Collaboration search results are presented in an optimal, uncluttered and structured fashion. 4 Clients can easily and securely log in to a Matter Page where they can review emails and documents that have been made available to them. Collaboration. Because of our control number feature, it is easier to fi nd and share emails by number, rather than by date/time/author. Also, users have the option to provide limited access to clients into LexFusion to search and access emails and documents thereby increasing transparency in the attorney-client relationship and delivering added value. Finally, because emails and documents are stored from a central repository that can be accessed anywhere through a browser, LexFusion allows users to access emails and documents remotely. Business Continuity and Matter Management. Particularly in complex matters, where there are multiple partners, associates, paralegals, opposing counsel, etc., it can be diffi cult for service providers to assess progress or status of any given aspect of a Matter. With LexFusion, managers can have a total view of a matter by accessing all relevant emails and documents. 4
Roi Less time searching means more time for lawyers to deliver substantive legal services. Based on a simple calculation of ROI based on 12 minutes saved every day at an average billable rate of $300/ hr, LexFusion will generate, for instance, savings of $1,200 per lawyer, per month. Deployment Hosted Solution. Together with our partner, SUN Microsystems, LexFusion is available for immediate, secure and reliable deployment on Sun s Computing Grid. Of course, the benefi t of the hosted model is that large upfront costs are avoided, and all hardware, staff, support and maintenance are all covered. For those wishing to purchase a traditional license, SUN Microsystems offers LexFusion as a preinstalled solution - thereby providing customers with an out-of-the-box solution. Installation and implementation of LexFusion is straightforward and typically can be accomplished in 1 day. Te c h n i ca l B e n e f i t s Data Protection against System Crashes or Disaster. LexFusion captures all digital information (e.g. all in-coming and out-going emails, new documents and transactions) into a scalable, secure repository which, in turn, can be continuously replicated to multiple local or remote low-costs disk systems for additional protection. LexFusion offers a bullet-proof back-up of all data, so that your business data and services are always available. Always on Email. LexFusion has email server functionality built into it, so it can play the role of stand-by email server during the outage of a main email server. Thus, LexFusion is an always on email system. LexFusion therefore saves you the cost of a hot-standby email system. Efficient Storage. LexFusion implements so-called single-instance storage (SIS) e.g. an email attachment sent to multiple email recipients via same or multiple emails will be saved only once. This further reduces the cost of storage. LexFusion uses low-cost ATA-based storage with cost equal to, or lower than, tape-based systems, while offering better reliability and automatic verifi cation of correct backup. Data Security. Unlike traditional fi le systems used by most content management or archive applications, LexFusion is built on a relational database backend that is inherently secure from 5 Simultaneous viewing of multiple emails allows users to quickly fi nd, reply to, or forward an email that seems buried in a haystack. outside hackers and malicious code attacks. The LexFusion repository shreds data in a manner that is undecipherable to an intruder. Thus, rest assured that your sensitive data, fi les and emails are secure. Eliminate Email and File Backups. With LexFusion, emails are captured before they even get to the email server. This means that LexFusion not only offers backup, but it also offers continuous backup and eliminates the problem of potential loss of emails between backups. Restores of the main email server are fast, intelligent, selective (i.e. Customer Support fi rst) and can be customized. Reactivate Data from Tape Archives. LexFusion can cost-effectively reload archived data stored on tapes, and in doing so reactivate records that would otherwise be inaccessible for analysis. Ease-of-Use LexFusion is a web-based product with an intuitive interface that was specifi cally designed for nontechnical users. Like any browser-based product, LexFusion can be accessed from anywhere and will not confl ict with any other systems or applications that you may be running. 5
325 Sharon Park Drive, #403 Menlo Park, CA 94025 650-814-7688 650-618-2700 www.lexfusionsw.com